What's in store for your future?


With so many investment planning products and options available, how do you know what will work for you?  How do you know who to trust with your future?  For more than 25 years, Patrick Geary has been helping clients protect what’s most important in life.  Through personal service and a careful needs and goals assessment, he has helped hundreds of clients make educated decisions to best plan for their future financial needs.


Are you ready for today?


When thinking about planning for the future, many people neglect the importance of protecting their current assets.  Proper insurance provides a means for taking care of what you already have.  Whether protecting your home, your vehicles or your family through life insurance, let us help you figure out what insurance types and coverages you need to protect what’s important to you.  

For many business owners, their business is their biggest asset.  The business provides ongoing income and is a source of stability for everything else that matters.  In today’s world, it’s important to make sure that your business has all of its assets properly protected.

Each business has unique needs and insurance coverages and requires detailed attention.  The experts at Cornerstone Wealth Advisory and Insurances, LLC understand how important it is to take the time to help you make sure that your business is properly protected.


The planner is just as important as the plan.


At Cornerstone Wealth Advisory and Insurances, LLC, we want to be your financial and insurance advisor today and tomorrow.  Our existing clients know we can be counted on to be a valuable resource throughout life’s changes. Our planning approach is relationship-based, and even though many clients count on us, we still have time for each individual client.   We don’t just view you as a number.  We see you as an individual and take personal interest in providing the best service and product options to create a complete financial picture for your specific needs and goals.


Planning for the future requires a BIG PICTURE approach.

Let us show you how insurance and investments can work together to help you plan your future with confidence.

Call today to find out more about how we can help you.

(814) 315-2000